LWM
EVER
LBA Wealth Management’s Everbank Financial Corp EVER Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $12K | Hold |
600
| – | – | 0.01% | 316 |
|
|
2016
Q4 | $12K | Sell |
600
-17,068
| -97% | -$341K | 0.01% | 315 |
|
|
2016
Q3 | $342K | Sell |
17,668
-500
| -3% | -$9.68K | 0.19% | 85 |
|
|
2016
Q2 | $270K | Sell |
18,168
-400
| -2% | -$5.95K | 0.15% | 95 |
|
|
2016
Q1 | $280K | Hold |
18,568
| – | – | 0.16% | 95 |
|
|
2015
Q4 | $297K | Sell |
18,568
-1,667
| -8% | -$26.7K | 0.17% | 94 |
|
|
2015
Q3 | $391K | Sell |
20,235
-500
| -2% | -$9.66K | 0.25% | 77 |
|
|
2015
Q2 | $407K | Hold |
20,735
| – | – | 0.26% | 70 |
|
|
2015
Q1 | $374K | Hold |
20,735
| – | – | 0.24% | 71 |
|
|
2014
Q4 | $395K | Hold |
20,735
| – | – | 0.26% | 56 |
|
|
2014
Q3 | $366K | Hold |
20,735
| – | – | 0.25% | 56 |
|
|
2014
Q2 | $418K | Sell |
20,735
-5,000
| -19% | -$101K | 0.34% | 53 |
|
|
2014
Q1 | $508K | Buy |
25,735
+20,168
| +362% | +$398K | 0.42% | 48 |
|
|
2013
Q4 | $102K | Buy |
+5,567
| New | +$102K | 0.08% | 127 |
|